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support@investwell-financial.com
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Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
support@investwell-financial.com
Mon - Sat 8.00 - 22.00
Sunday 9.00 - 20.00
Our multi-asset portfolios are three funds. Investing via a fund, as opposed to an individually tailored portfolio, allows for diversification across a broad range of asset classes which can help reduce volatility, even for smaller portfolios. A pooled approach can also be a cost effective means of ensuring your investments are managed by a professional investor, and what makes Investwell Financial funds different are their holdings in direct stocks, as well as collective funds.
We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed here are for professional financial advisers only
With three portfolios you can choose to invest your client’s assets for Growth, Income or Income & Growth. As an investor in Investwell Financial, your clients will be invested in one of the above funds.
The funds are managed via a consistent and disciplined approach. By drawing upon the wider, long-established investment expertise, the funds are focused on delivering superior, risk-adjusted returns over the long term.
Using a dynamic approach to asset allocation, inspiration for investment ideas is drawn from the core stock list, which is monitored by the in-house research team. The funds, unrestricted by sector and market capitalisation, will typically invest via direct equities for US exposure and use third party funds, for overseas and specialist sector exposure.